Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jessie Cervantes

Celina,TX

Summary

Experienced financial services sales professional of 10+ years known for enhancing client satisfaction, and generating revenue. Proven expertise in relationship management and account acquisition, resulting in business growth. Skilled in streamlining processes to achieve measurable outcomes.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Advisor

Corebridge Financial
Plano, Texas
03.2025 - Current
  • Developed personalized retirement and financial plans for clients across sectors, including education, healthcare, and government.
  • Managed and cultivated new client relationships by conducting client meetings, attending local events, and delivering presentations.
  • Utilized CRM systems and financial planning tools to develop and monitor investment strategies.
  • Leveraged marketing support (flyers, email campaigns, and mailings) to expand outreach and build brand presence.

Principal Agent

InsuranceOwls
Little Elm, TX
05.2022 - 03.2025
  • Launched a scratch independent property and casualty insurance agency that achieved a net profit in its first year by maintaining low overhead and low-cost prospecting, including referral partners, online marketing, Google SEO optimization, social media, and web leads.
  • Implemented CRM software with automation that increased the conversion rate of prospects by 24%.
  • Utilized agency management and e-signature software to maintain records of new documents and client interactions, periodically auditing for compliance.
  • Conducted annual policy reviews, resulting in an average retention of 89%.
  • Streamlined upfront underwriting processes, resulting in increased application accuracy (>2% outliers), and improved loss ratios (-14%).
  • Reconciled commissions in Google Sheets, and maintained financial records in QuickBooks.
  • Supplemented property and casualty revenue with the addition of ACA health insurance products.

Event Operations Webinar Coordinator

Risk and Insurance Education Alliance
Austin, TX
11.2022 - 07.2024
  • Assisted and collaborated in the planning and coordination of virtual insurance education courses, and on-site internal events for 50 to 200 people.
  • Executed over 200 webinars with zero known cancellations by troubleshooting technical errors of the GoToTraining and GoToWebinar platforms for speakers and participants.
  • Improved client experience, as indicated by positive course evaluations, through continuous problem-solving, consistent delivery of excellent service, and flexible adaptation of approach according to user feedback.

Independent Insurance Advisor

Bridgepoint Insurance Solutions
Allen, TX
10.2020 - 05.2022
  • Generated a book of business that exceeded expectations of $350,000 in premiums per year, primarily through networking.
  • Retained 92% of policies at renewal through consistency in resolving issues, performing policy changes, and notating files.
  • Provided a singular point of contact for rate shoppers by representing a variety of carriers in multiple states and utilizing a comparative rater to determine the most comprehensive and competitive policy options.

Education

Associate of Arts -

Dallas College
Dallas, TX
05-2025

Skills

  • Client experience
  • Relationship management
  • Account acquisition
  • Prospecting
  • Event coordination
  • Technical support
  • CRM software
  • Microsoft Office
  • Google Workspace
  • Retirement and financial planning
  • Sales and business development
  • Financial needs analysis
  • Regulatory compliance
  • Problem resolution

Certification

  • Series 63 Securities Agent, FINRA, June 2025
  • Series 65 Investment Advisor Representative, FINRA, May 2025
  • Series 7 General Securities Representative, FINRA, March 2025
  • Life, Accident, Health and HMO General Lines Agent, Texas Department of Insurance, February 2019
  • Property and Casualty General Lines Agent, Texas Department of Insurance, June 2017

Timeline

Financial Advisor

Corebridge Financial
03.2025 - Current

Event Operations Webinar Coordinator

Risk and Insurance Education Alliance
11.2022 - 07.2024

Principal Agent

InsuranceOwls
05.2022 - 03.2025

Independent Insurance Advisor

Bridgepoint Insurance Solutions
10.2020 - 05.2022

Associate of Arts -

Dallas College

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